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RBB shares owned by WR Wealth Planners

Quarter-by-quarter ownership of RBB (TMFG) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $142k 4.8k 29.42
2024-03-31 $146k 4.8k 30.31
2023-09-30 $126k 4.8k 26.16
2023-06-30 $129k 4.8k 26.71

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding RBB

Motley Fool Wealth Management
LPL Financial
Susquehanna International
Caprock
Creative Planning
Commonwealth Equity Services
Wedmont Private Capital
Lakeview Capital Partners
Gts Securities
Advisor Group Holdings
9258 Wealth Management
Jane Street
Arkadios Wealth Advisors
Mariner Wealth Advisors
Orion Portfolio Solutions

View all funds holding RBB